Customizing the AttachToCase for the Coveo Insight Panel Classic Component
Customizing the AttachToCase for the Coveo Insight Panel Classic Component
Salesforce Classic
Coveo for Salesforce 2.8 (December 2015)
The AttachToCase result action lets you attach any type of results to a Salesforce Case.
When a user clicks on Attach or on its icon , a record of type
AttachedResult
is created and linked to the current case.
The AttachedResult
object is installed with Coveo for Salesforce, and contains the Case
, URL
, Title
, Source
, and UriHash
fields by default. You can use those fields in your case layout to have more information about the results attached to that case.
However, you might want to add your own fields to the AttachedResults
object, so that you can display them in your case layout. To do so, follow these steps.
Adding Fields to the AttachedResults
Object
-
In Salesforce, in Setup, search for and select Objects (Build > Create > Objects).
-
Under Custom Objects, select Attached Result.
-
In Custom Fields & Relationships, select New, and create your custom field (see Create Custom Fields). Note its API Name, as you will be needing it.
-
Access your Coveo Insight Panel Classic Component, and then select Customize Panel.
-
Access your page code by selecting the Code View tab at the top of the page, or by checking the Advanced Mode box and selecting the Code tab for earlier versions.
-
In your page, in a
script
tag, add the following code. Remember to changemyCustomField__C
andmyCustomField2__C
with the API Name of your field.$("#search").on(Coveo.UserActionEvents.attachToCase, function(e, arg) { arg.dataToAttach.customs["myCustomField__C"] = "myCustomValue"; // You can use static values arg.dataToAttach.customs["myCustomField2__C"] = arg.result.myValue; // Or use value from one of your result field });
The
arg
variable contains two objects:-
dataToAttach
- contains the default data that will be added to the newAttachedResult
object. -
result
- contains additional data about the current result.
-
-
Save your page by selecting Save.
-
The only thing left to do is to ensure that your custom field is displayed in your console Case Layout (see Edit Page Layouts for Standard Objects).